Anthony Logrippo is a registered investment advisor at Ihs Wealth Management LLC, based in Oyster Bay, NY, with 26 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 10 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
For qualified clients, IHS charges 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation. Fees are negotiable.
Fee Estimator
Location
111 South St #19, Oyster Bay, NY, 11771
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Ihs Wealth Management LLC
Previous Registrations
Jefferies High Yield Trading, LLCBroker
Jefferies LLCBroker
Deutsche Bank Securities INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.